First Step Planning

First Step Planning is an effective starting point to ensure that your fundamental estate planning needs are addressed. Take the first step by learning more about the following documents to protect yourself and your family. Learn More

Last Will & Testament

General Durable Power of Attorney

Living Will Declaration

Healthcare Surrogate Designation

HIPAA Authorization

Advanced Tax Planning

Representing families and individuals in the United States and throughout the world, we are experienced in all significant legal and tax aspects of advanced estate planning. Learn More

Wealth Transfer Planning

Business Succession Planning

Asset Protection Strategies

Charitable Gift Planning

Special Needs Planning

Trust & Estate Admin

We regularly counsel individual and corporate fiduciaries on the administration of trusts and estates. Let us know how we can assist you or a family member with these matters. Learn More

“Legal counsel with significant experience and background can lead to efficiency and cost effective representation.” Melissa Stewart, Attorney